Onplan

NOVEMBER 30, 2022

OnPlan is a financial modeling and forecasting tool built by financial planners and analysts. Benchmarking and KPI tracking across the organization to stay on course. Financial and business performance management. Customers success. 6 factors when choosing an FP&A tool. Ad hoc reporting and visualization.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Forecasting Planning 52

The Charity CFO

APRIL 27, 2022

So, um, my story, I, you know, I graduated from college right after nine 11, which is a horrible time to enter into the job force, especially so for somebody that desperately wanted to work a, in the field of marketing and advertising. I’ve found that if you create goals and benchmarks that you wanna hit, now, they might be wrong.

Nonprofit 98

Nonprofit Communication Accounting Advertising 98

Barry Ritholtz

DECEMBER 12, 2023

He has absolutely crushed his benchmark over that period. He’s crushed the Russell 2000, whatever benchmark you want to talk about. But in the New York Times, there was an advertisement that the value line investment survey needed analysts. The s and p 500 has underperformed his fund by 3.7% a year since 1989. Much better.

Benchmarking 105

Benchmarking Concentration Investments Profit and Loss 105